Why Does Long-Term Success Have Periods of Short-Term Struggles

No investment process works all of the time. The 34-person strong LPL Financial Research team, despite our time tested investment approach and consistent navigation through the markets, as demonstrated over the long term, has found the last few months a frustrating period in which to invest. While we are disappointed that the most recent periods have not lived up to our lofty expectations, we remain completely confident in our investment approach over the long term.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: Arkansas, California, Florida, Indiana, Iowa, Massachusetts, Missouri, New Hampshire, North Carolina, Ohio, South Carolina, and Virginia .